Applying partial payments

[Ulysses]

Hi

 

I have a client who under-paid his invoice, and will hopefully pay the remainder later. Meanwhile, I need to apply the amount he has paid towards his invoice.

 

Problem is how to apply the partial payment to his account, as my system sends a receipt for the full amount, whatever amount you apply towards his invoice.

 

What I have I done wrong?

 

Thanks

[thehost5968]

Yes it dose but he will only pay the outstanding amount.

[Ulysses]

I don't understand.

 

Invoice is for $500, customer pays $10, I apply $10 to invoice, customer still owes $490, but the system sends receipt to customer for $500! Customer is very happy!

 

Surely there is a fix for this?

[easyhosting]

I don't understand.

 

Invoice is for $500, customer pays $10, I apply $10 to invoice, customer still owes $490, but the system sends receipt to customer for $500! Customer is very happy!

 

Surely there is a fix for this?

 

look under the invoice and click the add payment link and then just add what he has paid then the system will adjust the invoice accordingly

[thehost5968]

No it works like that,

 

To see what I mean go to your WHMCS admin view the client with this then Login as Client then view the invoice and you that yes it show's the total but also show's outstanding,

 

The paid amount will have been sorted out for you.

 

This is working on that the Part payment was made within WHMCS and not made outside WHMCS i.e the client didnot just send you a Payment.

Edited August 17, 2009 by thehost5968

[Ulysses]

I tried the example above on my own account. Invoiced $500, added payment $10, and the email to the client (me) said:

 

+++++++++++++++++++++++++

This is a transaction acknowledgement for Invoice No. 1865 dated 17/08/2009. Your payment has been processed.

 

Amount: $500.00 AUD

Status: Unpaid

 

You may review your invoice history at any time by logging in to your Client Area below:

+++++++++++++++++++++++++

 

It sould say:

 

Invoice amount: $500.00

Payment received: $10.00

Amount outstanding: $490.00

 

I am only concerned with the misleading email going to the client.

[thehost5968]

I tried the example above on my own account. Invoiced $500, added payment $10, and the email to the client (me) said:

 

+++++++++++++++++++++++++

This is a transaction acknowledgement for Invoice No. 1865 dated 17/08/2009. Your payment has been processed.

 

Amount: $500.00 AUD

Status: Unpaid

 

You may review your invoice history at any time by logging in to your Client Area below:

+++++++++++++++++++++++++

 

It sould say:

 

Invoice amount: $500.00

Payment received: $10.00

Amount outstanding: $490.00

 

I am only concerned with the misleading email going to the client.

 

If that is all then edit it Within WHMCS admin under:

 

setting >> email templates >> the email you would like to edit.

 

as the email templates supplied with WHMCS as standerd are for guid only

Edited August 17, 2009 by thehost5968

[zhu]

Did you customise your email template for payment? I ask because mine shows it correctly. Maybe you could copy the email template message from the online demo to ensure its correct

[thehost5968]

here is my template:

 

Invoice Payment Confirmation:

Dear {$client_name},
This is a payment receipt for Invoice {$invoice_num} sent on {$invoice_date_created}
{$invoice_html_contents}
Amount: {$invoice_last_payment_amount}
Transaction #: {$invoice_last_payment_transid}
Total Paid: {$invoice_amount_paid}
Remaining Balance: {$invoice_balance}
Status: {$invoice_status}
You may review your invoice history at any time by logging in to your client area.
Note: This email will serve as an official receipt for this payment.
{$signature}

 

So just add this where needed:

 

Total Paid: {$invoice_amount_paid}
Remaining Balance: {$invoice_balance}

[Ulysses]

Thanks thehost5968

 

WHMCS do all the upgrades, so they probably used whatever email templates we had from ages ago.

 

I had no idea the script was capable and all we had to do was add the code to the email template.

 

Thanks again

[thehost5968]

Glad to help.

[peaceofmind]

Yes, thanks for the clear and concise instructions. This had been a concern for me as well.

[djpete]

Sorry to bring up an old thread but I am also confused on this.

See pic attached.

My problem is that it shows correct outstanding balance if I log in as client but when I preview the PDF invoice from within WHMCS it doesn't show the correct balance. In my case $209 has been part paid.

?

Help

Incorrect PDF Invoice from within WHMCS...

[djpete]

here is what i see from client view when I choose view invoice.

strange...as you can see it is correct...

[WHMCS John]

Transactions and part payments aren't shown on the pdf invoices.

[sparky]

not on the standard one anyway